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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,302 | $86,949-35.2% | $102,460-45.0% | $80,959-30.5% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.7%-6.4pp |
| Annual return | 9.54% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,009 | $2,370-57.4% | $3,025-66.6% | $2,757-63.4% |
| Participant deferral / active EE | $3,177 | $4,121-22.9% | $5,056-37.2% | $4,300-26.1% |
| Admin fee / account holder | $709 | $8,048-91.2% | $9,460-92.5% | $6,925-89.8% |